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How to connect Close CRM and PandaDoc
Create a New Scenario to Connect Close CRM and PandaDoc
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or PandaDoc will be your first step. To do this, click "Choose an app," find Close CRM or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PandaDoc Node
Next, click the plus (+) icon on the Close CRM node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the Close CRM and PandaDoc Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, PandaDoc, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and PandaDoc integration works as expected. Depending on your setup, data should flow between Close CRM and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and PandaDoc
Close CRM + PandaDoc + Slack: When a lead's status changes in Close CRM, a contract is automatically generated in PandaDoc using a predefined template. Upon successful document generation, a notification is sent to a designated Slack channel, informing the sales team.
PandaDoc + Close CRM + Google Sheets: When a document's status changes in PandaDoc, the associated opportunity in Close CRM is updated. Subsequently, a Google Sheet is updated with the latest document status and Close CRM opportunity details.
Close CRM and PandaDoc integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ Close CRM and PandaDoc
How can I connect my Close CRM account to PandaDoc using Latenode?
To connect your Close CRM account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc documents from new Close CRM leads?
Yes, you can! Latenode lets you auto-generate documents when leads are created in Close CRM, and then send them via PandaDoc. It streamlines your sales process, saving time and improving efficiency.
What types of tasks can I perform by integrating Close CRM with PandaDoc?
Integrating Close CRM with PandaDoc allows you to perform various tasks, including:
- Automatically create PandaDoc documents when a Close CRM opportunity reaches a specific stage.
- Update Close CRM opportunity statuses based on PandaDoc document status changes.
- Send personalized PandaDoc proposals to Close CRM contacts.
- Generate and send contracts upon deal closure in Close CRM.
- Track PandaDoc document activity and log it in Close CRM.
HowsecureistheCloseCRMintegrationwithLatenode?
Latenode uses secure authentication and encryption methods to protect your Close CRM data during the integration process, ensuring confidentiality.
Are there any limitations to the Close CRM and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PandaDoc document designs may require custom JavaScript blocks in Latenode.
- Rate limits imposed by Close CRM and PandaDoc APIs can affect the speed of data synchronization.
- Custom fields in Close CRM or PandaDoc may need manual mapping within Latenode workflows.
